Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

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Shriram Multi Sector Rotation Fund - Direct Plan Growth Option

Shriram Mutual Fund · Managed by Prateek Nigudkar; Hitesh Savanth

FundScore
Latest NAV
₹8.4035
as of 18 Aug 2026
AUM
Expense ratio
1.17%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
26/100slipping
Rank #744 of 1015 · top 74%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
0.92%
3M
7.18%
6M
2.10%
1Y
8.27%
3Y CAGR
5Y CAGR
Since incep.
-9.79%
Fund details
Fund manager
Prateek Nigudkar; Hitesh Savanth
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
190%
Volatility (3Y)
16.8%
Rating (external)
Investment objective

The investment objective of the scheme is to generate long-term capital appreciation by employing a quantamental approach of investing in equity and equity derivatives of specific sectors that are trending due to better earnings expectation. The allocation among sectors and stock selection will be decided by the in-house proprietary quantitative model and further augmented with fundamental analysis. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Pro
Market-cap distribution
Large / mid / small / micro-cap split of this fund's equity holdings, from its latest look-through portfolio. Shown as a share of classified equity.
Large cap58.3%
Mid cap11.0%
Small cap30.6%
Stock holdings
Latest portfolio disclosure for this scheme. Snapshot as of 31 Jul 2026.
HDFC Bank Ltd.
equity
7.29%
Axis Bank Ltd.
equity
5.32%
Reliance Industries Ltd.
equity
4.99%
Eternal Ltd.
equity
4.90%
State Bank of India
equity
3.86%
Nuvama Wealth Management Ltd.
equity
3.77%
Apollo Hospitals Enterprise Ltd.
equity
3.56%
Mahindra & Mahindra Ltd.
equity
3.46%
Bharti Airtel Ltd.
equity
3.35%
Adani Ports & Special Economic Zone Ltd.
equity
2.97%
Samhi Hotels Ltd.
equity
2.87%
Computer Age Management Services Ltd.
equity
2.83%
Infosys Ltd.
equity
2.60%
Samvardhana Motherson International Ltd.
equity
2.59%
Rainbow Children's Medicare Ltd.
equity
2.57%
InterGlobe Aviation Ltd.
equity
2.55%
Ajanta Pharma Ltd.
equity
2.50%
Indian Bank
equity
2.44%
Tata Consultancy Services Ltd.
equity
2.37%
Oil India Ltd.
equity
2.30%
REC Ltd.
equity
2.19%
SBI Life Insurance Company Ltd.
equity
2.12%
Can Fin Homes Ltd.
equity
2.05%
Canara Robeco Asset Mgmt Co Ltd.
equity
1.98%
Mphasis Ltd.
equity
1.97%
Tech Mahindra Ltd.
equity
1.92%
Swiggy Ltd.
equity
1.72%
Thyrocare Technologies Ltd.
equity
1.69%
VRL Logistics Ltd.
equity
1.66%
R R Kabel Ltd.
equity
1.61%